I suspect they'll win on AI by not investing $200Bn in CapEx and waiting 5 years until good enough models can be trained for <$1Bn and then just doing that - bl

I suspect they'll win on AI by not investing $200Bn in CapEx and waiting 5 years until good enough models can be trained for <$1Bn and then just doing that - blocking all other AI models on their hardware beside their own (which their users seem to like) - and saving $200Bn and getting an experience that's good enough for almost everyone and spending enough on marketing to convince everyone it's 10x better. Apple has BY FAR the best chips at this level. I don't see anything changing that in less than 5 years. That will be a pretty big advantage in the near future.